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本刊讯2月10日,利尔化学(002258)通过深交所的网上平台举行了2014年度报告网上说明会。在说明会上,投资者对于公司草铵膦项目以及未来会否注入军工资产投入了较大的关注。草铵膦产能将扩大草铵膦项目的进展是当天说明会上投资者关注的焦点所在。利尔化学自2007年以来开始草胺膦产品的研发,2014年3月底左右,草胺膦商业化量产技术突破,目前产能600吨,8月份开始进入满负荷生产状态。据记者了解,草铵膦市场售价在30万元以上,毛利率高达32%以上,且供不应求。
On February 10, Lier Chemical (002258) held its 2014 Annual Report Online Seminar through the Shenzhen Stock Exchange’s online platform. At the briefing, investors are paying more attention to the company’s glufosinate-phosphine project and whether it will inject military assets in the future. The development of glufosinate ammonium that will be boosted by glufosinate production will be the focus of investor attention during the day’s briefing. Riehl Chemicals has been researching and developing phospholipase products since 2007. By the end of March 2014, the commercial production of phosphinothricin was a breakthrough. Currently, its production capacity is 600 tons, and its production started at full capacity in August. According to report, glufosinate phosphorylation market price of 30 million or more, gross margin as high as 32% or more, and in short supply.